See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,422 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,595 | $95,918-68.1% | $151,611-79.8% | $77,904-60.7% |
| Participation rate | 68.5% | 88.7%-20.3pp | 87.5%-19.0pp | 73.7%-5.2pp |
| Annual return | -7.43% | -5.50%-1.9pp | 3.33%-10.8pp | 12.21%-19.6pp |
| Employer contribution / active EE | $1,431 | $4,330-66.9% | $6,166-76.8% | $2,848-49.7% |
| Participant deferral / active EE | $6,494 | $7,508-13.5% | $8,363-22.4% | $4,806+35.1% |
| Admin fee / account holder | $39 | $93-57.7% | $11,616-99.7% | $133-70.2% |